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Marsh & McLennan
MMC

Overview Fund Activity

1,560 hedge funds and large institutions have $94.2B invested in Marsh & McLennan in 2024 Q4 according to their latest regulatory filings, with 186 funds opening new positions, 636 increasing their positions, 494 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,560
Holders Change
+45
Holders Change %
+2.97%
% of All Funds
20.76%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.27%
New
186
Increased
636
Reduced
494
Closed
108
Calls
$106M
Puts
$107M
Net Calls
-$1.88M
Net Calls Change
-$5.94M

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$400M
2
Amundi
Amundi
France
+$385M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$232M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$172M
5
Franklin Resources
Franklin Resources
California
+$163M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$432M
2
Bank of America
Bank of America
North Carolina
-$178M
3
Parnassus Investments
Parnassus Investments
California
-$150M
4
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$148M
5
MBI
Montrusco Bolton Investments
Quebec, Canada
-$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
926
Florida Financial Advisors
Florida
$588K +$67.1K +316 +13%
NVIM
927
New Vernon Investment Management
Illinois
$584K +$584K +7,313 New
4WM
928
44 Wealth Management
Oregon
$584K -$48.4K -228 -8%
IC
929
Iconiq Capital
California
$583K +$270K +1,271 +86%
WPW
930
Warther Private Wealth
Ohio
$582K -$12.7K -60 -2%
CCA
931
Coign Capital Advisors
Utah
$581K +$581K +2,735 New
AT
932
Avalon Trust
New Mexico
$576K +$560K +2,636 +3,379%
DFG
933
Delta Financial Group
New Jersey
$575K +$575K +2,708 New
SWP
934
Strategic Wealth Partners
Ohio
$567K +$97.1K +420 +21%
PPWP
935
Premier Path Wealth Partners
New Jersey
$565K -$212 -1 -0%
CAI
936
Capital Advisors Inc
Oklahoma
$564K – – –
AWA
937
Amplius Wealth Advisors
Pennsylvania
$561K – – –
BRM
938
Boston Research & Management
Massachusetts
$556K – – –
GCP
939
GSA Capital Partners
United Kingdom
$555K +$555K +2,613 New
DWM
940
Dogwood Wealth Management
Kansas
$550K +$68K +320 +14%
CWM
941
C2C Wealth Management
Arizona
$548K – – –
TSS
942
Two Sigma Securities
New York
$548K +$117K +550 +27%
TA
943
TFB Advisors
Kansas
$547K +$10.8K +51 +2%
LCGC
944
Legacy Capital Group California
California
$545K -$850 -4 -0.2%
PFS
945
Prospera Financial Services
Texas
$545K +$8.08K +38 +2%
EH
946
Equitable Holdings
New York
$541K +$101K +477 +23%
MCM
947
Mattern Capital Management
Colorado
$538K +$68.8K +324 +15%
PA
948
Procyon Advisors
Connecticut
$536K +$25.5K +120 +5%
OIAM
949
OFI Invest Asset Management
France
$531K +$531K +2,591 New
BCB
950
Brian C. Broderick
$531K – – –
36 37
38
39 40